Name: FamilyWealthGuru
Price: 10000 USD
Author: FACT Software Group

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Functional Testing

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Search

Environmental Health and Safety (EHS)

Meeting Management

Transportation & Logistics

Enterprise

Accounting

Accounting and Tax Services

Accounts Payable

Blockchain Payments

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Storage

Configuration Management

Data Warehouse

Database DevOps

Database-as-a-Service (DBaaS)

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Product Implementation Services

SaaS Management

Scale-Out Storage

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Product Intelligence

Referral Marketing

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Performance Management

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Direct Secure Messaging

Fleet Management

Hospital Management

Insurance Claims Management

Simulation

Vendor Neutral Archive (VNA)

Veterinary

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

AspenOne Supply Chain Management

Aspen Technology

ReportsNow

FastPIPE

FastEST, Inc.

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Screenful

Screenful Oy

Azurepath

Azurepath, LLC.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

FamilyWealthGuru

Investment Portfolio Management

FACT Software Group

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software